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the same period. we associate obama with ruthlessness toward the banks. yet wells fargo, jp morgan, and u.s. bank corp are pretty much unchanged. and the credit card bank capital one thought to be the bane of the credit card bashing obama, actually up 8%. bank of america has collapsed from $47 to $9. a lot of them $57 to $17. mastercard 184 to 465. you have to draw a conclusion other than goldman and morgan have the wrong business models for the moment. and the big domestic banks have the right ones, except the poorly run, poorly executing bank of america, which can't benefit from the model because it's been so horribly hobbled by previous management's mistakes. >> the house of pain. >> that said, will goldman and morgan stanley do better under romney? is dodd/frank the liaison? or depending on trading and mergers and acquisitions as the peddling of big acquisitions is a thing of the past maybe they can come back. i still can't pin the tail on obama. too much disparity within the sector. obama care was supposed to take the profit margin out of the drug stocks, right? merck and pfizer are un
to fill their landfills up. >> we have 11 landfills in north america, two in canada, nine here in the u.s. a lot of that volume that we're getting into our landfills in the u.s. is from the oil and gas place, quite frankly. so our raeal focus to deal with drill cuttings, a lot of the drilling muds, processing waste on these drill sites. but we're also -- i would actively pursue remediation projects. large events or projects that are taking super-fund related clean up. that's a steady kind of business that we're working on. we continue to see that volume or business continue to be pretty steady and growing. >> as a staff at cnbc, we're really focused on the fiscal cliff. i know people are tired of hearing that term, but it's huge. is there super fund money that's cut dramatically because of this sequestrati sequestration? >> you know, the super fund hasn't really been reauthorized for years. the amount of money that's being spent directly by the government is really small. what we're working for are these prp groups, these responsible parties where they've collected moneys from people that
? >> i'm, today, tomorrow -- today here, tomorrow there -- i'm going to short more bonds, more u.s. government bonds. i'm going to buy more commodities, buy metals, base metals and precious metals. looks to me like the money printing is going to run amok now. and the spending is going to run amok now. again, larry, i'm not saying this is good for the world, it's not good for anybody. this is what's going to go on. i have to invest based on what's happening, not on what i would like. >> mr. rodgers, rick santelli here. what about europe? i don't disagree with your notion you want to sell treasuries. i do disagree treasuries were moving to the downside because of a barack win. most of the traders in chicago were definitely thinking mitt was going to win. they were buying puts on the treasuries. they were buying calls on the s&ps. my question to you is pure and simple. the world is lending us money at rates much too cheap. i wouldn't lend uncle sam my money for ten years for 170 basis points but the european issue continues to push more investors into treasuries. when do you think tha
that the u.s. matters. but let me use this rally today to help you understand the world of expectations. not reality. not reality at all. but expectations. >> house of pleasure. >> and how do expectations matter so much more than what has already happened? we're in the midst of earnings season. the bulk of technology reports are already reported. the first was that the united states was holding its own. maybe getting a little better. power behind consumer spend. the fiscal cliff looming but still the positive. second is that europe's a disaster and the most important thing you can do is distance yourself from the continent. ask companies like alcoa and ford. the third, that china had become a big disappointment. yeah, china. and it wupt going to turn around any time soon. certainly not in time to help 2012. this came from a decline in orders. they all articulated as such on a recent conference call. companies that have been optimistic that china was about to turn, that the growth was about to kick in collectively seemed to give up all at once on the clos sus. nobody had been more upbeat
to pull back, u.s. rebuilds kuwait. you had to believe he would do something rational like that. did saddam think he could beat the united states in a war? many thought he was actually a rational human being who would reach the conclusion that couldn't happen. oops. fast forward 22 years. today we saw similar fears by the the current crop of short sellers. you could hear their thoughts like mine in 1990. what happens if they do something rational? s what if they start caring about all the people forced out of work immediately or have to pay far more in taxes? what happens if they actually rise above? those concerns caused people to cover their short positions betting that the consequences of going over the cliff were unthinkable, as what saddam would face if he had to go to war with the united states. of course it turns out there never was any deal back then and we had to go to war, we won and that was it. markets bottomed because the decline compensated for the war already unless we would have lost it. we didn't know the outcome or how long it would take at the time we knew whenever
bell, it was music to our ears and i loved it. i think it also began a drum beat for the u.s. economy as well. as tragic has sandy has been, the rebuild will include many on its back. jobs coming. "mad money" will be right back. >>> coming up, earnings alert. wall street's back online and cramer's got earnings season covered with an all-star lineup you can't afford to miss. industrial giant eaton fresh off its quarterly report. then, the ceo of apparel maker pvh soaring over 20% after news of a big acquisition. plus, the ceo of annie's. after falling from its highs, is it ready to run again? and tanger outlets ceo ahead of the holiday rush. this jam-packed edition of "mad money" is just ahead. [ male announcer ] alka-seltzer plus presents the cold truth. i have a cold... i took dayquil, but i still have a runny nose. [ male announcer ] truth is, dayquil doesn't work on runny noses. what? [ male announcer ] it doesn't have an antihistamine. really? [ male announcer ] really. alka-seltzer plus cold and cough fights your worst cold symptoms, plus has a fast acting antihistamine to reliev
is considering shipping some of their u.s. shale gas assets to asia. with the current push for energy independence in the u.s., would that even pass regulatory muster and what impact would that have on the stock price? >> a lot of people are feeling that epa will make it so that the only one that can export from here is cheniere lng. i don't think you'll be able to export. i think the government will stop it. tom in new york? tom? >> caller: boo-yah, jim, from new york. >> good to have you. >> caller: i've been hearing so much about true religion. where do you think they're headed? >> it's happening. you have to be on to the next one. that is for real. i'm looking for the next takeover play. but only one that has good fundamentals. how about charlie in washington state? charlie? [ busy tone ] >> wow, charlie sounds like one of those eagles plays i called in yesterday. yeah, it was my fault. the fiscal cliff is clouding judgment and overshadowing good investment opportunities. we have to keep the pressure on. and then we can go back to saving for our kids and retirement. "mad money" wi
year the universal fear was that the u.s. debt would be downgraded. you know the moody's and s&p thing. talk about a friengt unknown. i remember be at eagles training cam np lehigh and the players were all worried about are u.s. government bonds coming under pressure from our government's profligacy. they're worried about the moody's and s.e.c. downgrades. wrong on two counts. first, they should have been far more worried about their performance on the field. [ rimshot ] and second, interest rates actually went down and they went down very big. so worry completely misplaced. totally misplaced. now got the picture. big scare after stocks went down initially but then after a decline similar to the one we're having now we began to see stocks stabilized. which ones stopped going down first? that's what we've got to figure out. there are curious pictures of stocks that do well in a recession and stocks that had gotten down to where their yields were very competitive against prevailing irpt rates. it's true if the fiscal cliff is not bridged your after tax dividend yield will be less than yo
. they were some of the best actors out there. good news for europe, still good news for the international u.s. banks. they went up, too. jp morgan, goldman sachs. retail. we got terrific news on friday. initial returns from that black thursday which used to be black friday, tremendous. we found out that walmart was forecasting the biggest pre-holiday buying ever, with $1 billion a day in sales. they ought to know, they weren't alone. finally there's washington. we headed into the weekend with lots of talk. lots of talk about good feelings. good feelings over possible deal to avert the fiscal cliff. republicans seem to be breaking ranks with the hardliners. talk about maybe raising revenues if the democrats will be willing to do meaningful entitlement reform. that positive tone, the rising above, helped move up the futures right into the bell. who wanted to be short ahead of a weekend deal? what a difference a day makes. this morning we come in, what are they chattering about? greece. greece. can you believe greece? it's standing in the way of a european deal again. this small country with no
print real u.s. postage for all your letters and packages. it gives you the exact amount of postage you need the instant you need it. can you print only stamps? no. first class. priority mail. certified. international. and the mailman picks it up. i don't leave the shop anymore. [ male announcer ] get a 4-week trial plus $100 in extras including postage and a digital scale. go to stamps.com/tv and never go to the post office again. side by side so you get the same coverage, often for less. that's one smart board. what else does it do, reverse gravity? [ laughs ] [ laughs ] [ whooshing ] tell me about it. why am i not going anywhere? you don't believe hard enough. a smarter way to shop around. now that's progressive. call or click today. [ grunting ] >>> throughout this entire >>> throughout this entire period, it's been difficult for the markets. there has been one trend that has been held up the entire time. crm is the symbol. the software is the service player that is the king of the cloud. tech is linked in for the higher price to earnings multiple. being a high flying turbo charged
in the u.s. and the stock gives 2.5% yield. in the aftermath of hurricane sandy, we learned never to take our electricity for granted. it can always be knocked out by the next big storm. that's why generac has rallied so massively. it pulls back maybe we'll look at it. but if you're looking for a smart stealth way to benefit from the increased demand for generators, i say look no further than briggs and stratton which has barely budged at all since the storm, despite making best generators out there. after the break, i'll try to make you more money. >> coming up, rent to own? buyouts and fresh faced newcomers have given that new car smell to the rental market. and cramer's found a play that could be your vehicle of growth. find out which of these companies can give you a smooth ride. >>> and later, natural wonder? clean, domestic, abundant and ignored? after some promising returns, plays on the nat gas fuel future have failed to gain traction. tonight, cramer lays out what to watch for so you can position your portfolio. >>> plus, holding them accountable. the fiscal cliff is coming. and
they have? >> exactly. so 350 million u.s. dollars go through the ariba network oh and every day. but it's an addressable market of 8 trillion u.s. dollars. so you're connecting buyers and sellers in a global business network. what does that do for the customer? i got everybody competing for my business. i'm going to get a lower price point. >> okay. i get that. now, our friend peter mcclausen, i'm sure you know, he brought in sap and we were always anxious to have it done fast. we made a series of acquisitions. sometimes they just can't call you and have it be done in a day, can they? >> here's the deal. the days of sold implementations have radically changed. why? because you can put it on the cloud. so many companies today are going to innovate at the edge of the enterprise for their people, their suppliers, their customers or their money. and they'll innovate on the edge of the enterprise in the cloud. or some company, small, mid size as an example and some large once will run their entire company, either a public or private cloud. the good thing about sap is we can run an entire com
real u.s. postage for all your letters and packages. it gives you the exact amount of postage you need the instant you need it. can you print only stamps? no. first class. priority mail. certified. international. and the mailman picks it up. i don't leave the shop anymore. [ male announcer ] get a 4-week trial plus $100 in extras including postage and a digital scale. go to stamps.com/tv and never go to the post office again. if we want to improve our schools... ... what should we invest in? maybe new buildings? what about updated equipment? they can help, but recent research shows... ... nothing transforms schools like investing in advanced teacher education. let's build a strong foundation. let's invest in our teachers so they can inspire our students. let's solve this. >>> if you want to know what stocks can work in this increasingly difficult environment, how about we start with stocks that go up when they report earnings, not down, especially on horrendous days of late. stocks like henry schein. it's one of the world's largest distributors of health care products and services. the
to the post office anymore. [ male announcer ] with stamps.com, you can print real u.s. postage for all your letters and packages. it gives you the exact amount of postage you need the instant you need it. can you print only stamps? no. first class. priority mail. certified. international. and the mailman picks it up. i don't leave the shop anymore. [ male announcer ] get a 4-week trial plus $100 in extras including postage and a digital scale. go to stamps.com/tv and never go to the post office again. >> okay so cisco reported a good number and did not guide down. i thought when i saw home depot do that beautiful number i thought that could lead the market. in the end, everything is put through one prism and that is washington. and it makes it almost
. but it will be a so what event. nobody is going to sell you u.s. bonds. we don't have that kind of demand. at least when it comes to spill over to here. many of those have cut their exposure. companies are cutting back. it has been working. find alley the sheer length of time that this crisis has unfolded, it makes everything more easily to deal with. last year i was arguing for a kick the can strategy. a lot of the traditional thinking has got us there. if it does sink us into the oblivion is there. it has not been lost just diluted. they got their heads cut off at has been the way of the french. stick with cramer are. having you ship my gifts couldn't be easier. well, having a ton of locations doesn't hurt. and my daughter loves the santa. oh, ah sir. that is a customer. let's not tell mom. [ male announcer ] break from the holiday stress. fedex office. that bringing you better technology helps make you a better investor. with our revolutionary e-trade 360 dashboard you see exactly where your money is and what it's doing live. our e-trade pro platform offers powerful functionality that's still so
guess i would say that the u.s. consumer for the holiday season seems to be in good shape. >> thank you chairman and ceo. we are tieing there. after the break trying to make you some more money. >> coming up. the deal shook the street this morning. but as the shares heat up. should you be tempted to take a bite. cramer are unwraps what is ahead. but cramer has found pattern that is signaling the turn around. as jim goes off the charts. all coming up on "mad money." >>> this company has the most exposure to commodity prices. after a lengthy chase the company was able to make a move toward world corp. the grocery store brands that taste the same as the real thing. conagra will be the largest private label. consumers love it because it is cheaper. private label products carry it. and now it is about to become the king. welcome back to "mad money." >> it is good to be back. point blank, what is the vision here. when i go through the conference call, you actually call out cosco, trader joes and it seems like you are in a lot more stores. >> you know jim that is true. our vision we have talke
chapter. >>> some decisions, some transaction says more about the u.s. economy than all the other reports out there, labor, commerce, i don't care. maybe more than all of them combined. the move by conagra is one of those decision. a lot of different household brands cobbled together, both the supermarkets and restaurants, mcdonald's, that kind of thing, slim jim, marie, hunt, chef boy-r-dee. many of them lost their cache, because manufacturers have taken prices up year after year after year. why? to please their stockholders. it's not good business. combination, the analysts jacking up the prices, smaller profit margins for the stores that sell them has led to a situation where they feel pinched, you feel pinched. enter private label. the supermarkets tried to adopt the equivalent of what's known as the pipe and rack outlet store. the deal was to say look at me, look at me, i'm cheaper than the other stuff. buy me. you took it to the register, i'm struggling to feed my family. when you took it home, your family says this doesn't taste as good as the brands. but on the way we got the evol
teachers so they can inspire our students. let's solve this. >> you've got the u.s. marines in afghanistan. >> in honor of my grandfather. >> in honor of my great grandfather. >> thank you to the veterans today and the ones that came before us to help make our nation free. [ applause ] . >> welcome back to our special salute to the troops show. we're proud to have so many brave men and women. i will gladly admit that there are some things the government does really well with national defense at the top of the list. but when you find yourself in a situation where we are at now, that's a problem. i'm a stock guy. i hate to pontificate about politics. it's supposed to be private. but with the fiscal cliff coming at the end of the year, politics actually matter. i am urging leaders to rise above partisan politics and solve this dire situation. the last time was in the summer of 2011. that was no fun time to be an investor. now the senator makes sense to stocks that could, just bring the register on some. with a moment like this, what you really so let me talk to you about something that is act
what matters. >>> some decisions, some transactions say more about the u.s. economy than all the other reports throughout. labor, commerce, maybe more than all of them combined. the to booir roll corp for $5 billion is one of those decisions. a lot of different has how old brands over time and take advantage of a good supply chain for soup marke supermarkets, hebrew national, slim jim, swiss miss, brands that were in your mom's cabinets and brands in your kids' cabinets. something happened to big national brands in the great recession. many of them lost their cache. in part because they took prices up year of year after year. why? to please their stockholders and they haven't made as much money selling them like they used to taking up a lot of space. not good business. the endless jaeking up of prices and more profit margins for the stores that sell them. you feel pinched and the supermarket feels priced out, enter private label. at one point they came in black and white cannes and the sup supermarkets tried to adopt this. they want to say, look at me, look at me, i'm cheaper than the
. it didn't matter how well a bank did. a bank like wells fargo, u.s. bancorp -- morgan stanley with tremendous exposure to the continent. that's why at times i've had to dismiss the earnings per share gates entirely at the moment if the cohort was radically out of favor. but i never just forgot them. instead i try to choose -- figure out which one's ten at times, break the sector of the gravitational pull and which one can shine. if the sector falls back into favor i got to be ready. in bottom 2009 remember the march bottom generational? we've seen many sectors retail and individual stocks within those sectors outperform. i like to listen to the earnings of all the retailers. at given times i am wrapped by the groups doing the best. by far the top performers during this period have been the discount stores, particularly the dollar stores. dollar general, dg, and dollar tree. when i see the markets tied at money going to retail i go back to my earnings report memory and i reach for these two. i know they have the most earnings momentum. i only know that because i keep listening
Search Results 0 to 41 of about 42 (some duplicates have been removed)